YTD returning blank in card visual

[Anonymous]

Hello - I am using the QTD measure below and it works fine.  

However, the YTD measure just returns a blank value.   I know there are various ways to calculate YTD, but  I am trying to standardized my formulaes and I like this formula because it hides future dates with no values.    Any idea why the YTD is returning blank...and how to fix it but still maintaining this general formula structure.  

YTD Orders  = CALCULATE(SUM('Orders 2'[Net Price]), FILTER('Date Table', 'Date Table'[Date] >= DATE(YEAR(TODAY()), YEAR(TODAY()), 01)), FILTER('Date Table', 'Date Table'[Date] <= TODAY()))

QTD Orders  = CALCULATE(SUM('Orders 2'[Net Price]), FILTER('Date Table', 'Date Table'[Date] >= DATE(YEAR(TODAY()), QUARTER(TODAY()), 01)), FILTER('Date Table', 'Date Table'[Date] <= TODAY()))

[v-deddai1-msft · Accepted solution]

Hi @Anonymous ,

You can use the following two measure:

YTD Orders  = CALCULATE(SUM('Orders 2'[Net Price]), FILTER('Date Table', 'Date Table'[Date] >= DATE(YEAR(TODAY()), MONTH(TODAY()), 1)), FILTER('Date Table', 'Date Table'[Date] <= TODAY()))

QTD Orders  = CALCULATE(SUM('Orders 2'[Net Price]), FILTER('Date Table', 'Date Table'[Date] >= DATE ( YEAR (TODAY()), ROUNDUP(DIVIDE(MONTH(TODAY()),3 ),0 ) *3 -2, 1)), FILTER('Date Table', 'Date Table'[Date] <= TODAY()))

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

[Anonymous]

@v-deddai1-msft , how would one represent MTD? 

[stevedep]

You can create your measure like here .

[Anonymous]

@stevedep  Thanks Steve.  I tried that and for some reason it still returns blank.   But I see in the DAX editor you got it to work for you.  Not sure why it is not on my data set.    I can of course just use a sum of total measure which works just fine.    But my original intention was to try and stay with the same formula structure that I am using in the MTD and QTD measures as I referenced above.   I thought by just replacing "Quarter" with "Year" it would work, but it does not.  

[amitchandak]

@Anonymous , Try to use time intelligence

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))

YTD QTY forced=
var _max = today()
return
if(max('Date'[Date])<=_max, calculate(Sum('order'[Qty]),DATESYTD('Date'[Date])), blank())
//or
//calculate(Sum('order'[Qty]),DATESYTD('Date'[Date]),filter('Date','Date'[Date]<=_max))
//calculate(TOTALYTD(Sum('order'[Qty]),'Date'[Date]),filter('Date','Date'[Date]<=_max))